Latest Institutional Transactions on Ubs Group Ag (UBS)
This table provides information on the latest institutional transactions involving Ubs Group Ag (UBS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-2.4KClosed |
$37.4K - $47.9K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.09K- 4.63% |
$17K - $21.8K
|
22.5K
$706K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
397KNew |
$6.19M - $7.93M
|
397K
$12.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Fosun International LTD
|
SELL
|
- |
-68KClosed |
$1.06M - $1.36M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-3.9KClosed |
$60.7K - $77.7K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-1.17KClosed |
$18.2K - $23.4K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-4.73K- 76.78% |
$73.7K - $94.4K
|
1.43K
$44.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
10.8K+ 5.06% |
$168K - $215K
|
223K
$7M
|
|
|
Aug 04, 2022
Q2 2022
|
Abeille Asset Management Sa
|
BUY
|
- |
440KNew |
$6.85M - $8.78M
|
440K
$13.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-705Closed |
$11K - $14.1K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-362- 14.98% |
$5.64K - $7.23K
|
2.05K
$64.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
3.35K+ 13.93% |
$52.2K - $66.9K
|
27.4K
$859K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.41K+ 66.53% |
$53.1K - $68K
|
8.53K
$267K
|
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-12.5KClosed |
$195K - $249K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
245New |
$3.82K - $4.89K
|
245
$7.68K
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-5.8KClosed |
$90.4K - $116K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
13.7K+ 67.35% |
$214K - $274K
|
34.1K
$1.07M
|
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-18Closed |
$280 - $359
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-103Closed |
$1.6K - $2.06K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
55New |
$857 - $1.1K
|
55
$1.72K
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-456- 31.32% |
$7.1K - $9.1K
|
1K
$31.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
645New |
$10K - $12.9K
|
645
$20.2K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-21.9K- 49.4% |
$342K - $438K
|
22.5K
$704K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-358Closed |
$5.58K - $7.15K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Syquant Capital Sas
|
SELL
|
- |
-2.23K- 17.53% |
$34.8K - $44.5K
|
10.5K
$329K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.12KNew |
$17.4K - $22.3K
|
1.12K
$34.9K
|
|
| Q1 2022 | |||||||
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-94Closed |
$1.42K - $2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-19.4KClosed |
$293K - $413K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-27.2MClosed |
$411M - $579M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-1.6MClosed |
$24.2M - $34.1M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.8KNew |
$300K - $422K
|
19.8K
$621K
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-5.41MClosed |
$81.8M - $115M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-82.4KClosed |
$1.25M - $1.75M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-376KClosed |
$5.69M - $8.02M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-448KClosed |
$6.77M - $9.54M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.99KClosed |
$30.1K - $42.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
10.8KNew |
$163K - $229K
|
10.8K
$337K
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
337New |
$5.1K - $7.18K
|
337
$10.6K
|
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-24KClosed |
$363K - $511K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
41.2KNew |
$623K - $878K
|
41.2K
$1.29M
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-424Closed |
$6.41K - $9.03K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-35Closed |
$529 - $746
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Aigen Investment Management, LP
|
SELL
|
- |
-21.1KClosed |
$319K - $449K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
141K+ 849.39% |
$2.13M - $3M
|
157K
$4.93M
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-417Closed |
$6.31K - $8.88K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-115Closed |
$1.74K - $2.45K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-83.8KClosed |
$1.27M - $1.79M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-11.8KClosed |
$179K - $252K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-62Closed |
$937 - $1.32K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-24Closed |
$363 - $511
|
0
$0
|
|